About Us

• Stephen works with a select clientele of successful individuals, high net worth families, and business owners. Getting to know his clients and their families on a personal level is paramount to the overall experience. During our discovery and fact-finding meetings, we will quantify your future cash flows needs, as well assets and liabilities, ask the right questions and listen intently to our clients. This extensive process provides us with a clear picture of our client's financial situation and how it is intertwined in them as a “person”. Limestone Financial Group will work to create tailored strategies for our clients own meaningful goals, which go beyond numbers.